Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
BHWA
3451
Beacon Harbor Wealth Advisors
Virginia
$420M +$36M +9% 83
WPP
3452
Whalerock Point Partners
Rhode Island
$420M +$46.6M +12% 189
PSP
3453
Pacific Sage Partners
Washington
$420M +$16.7M +4% 109
APC
3454
Aspire Private Capital
North Carolina
$420M +$31.8M +8% 728
ECU
3455
Eisler Capital (UK)
United Kingdom
$420M +$112M +37% 255
ICVCFIA
3456
IDG China Venture Capital Fund IV Associates
Hong Kong
$420M -$17.1M -4% 4
CRWM
3457
Castle Rock Wealth Management
California
$419M +$18.7M +5% 258
KGAMU
3458
KPS Global Asset Management (UK)
United Kingdom
$419M +$82.6M +25% 4
SPC
3459
Stony Point Capital
New York
$419M +$29.2M +7% 44
SMI
3460
Shelter Mutual Insurance
Missouri
$419M +$34.3M +9% 58
BFIC
3461
Bedell Frazier Investment Counselling
California
$419M +$3.82M +0.9% 110
MFGM
3462
Marshall Financial Group (Maryland)
Maryland
$418M +$61M +17% 218
VPP
3463
Vertex Planning Partners
Illinois
$418M +$32.9M +9% 162
WC
3464
Wexford Capital
Florida
$418M +$23.2M +6% 241
CWM
3465
Chemistry Wealth Management
New York
$418M +$30.9M +8% 182
LS
3466
Liquid Strategies
Georgia
$418M +$37.7M +10% 15
CT
3467
Clearstead Trust
Maine
$418M +$15.6M +4% 440
FCFC
3468
First Commonwealth Financial Corp
Pennsylvania
$418M +$29.4M +8% 211
NDSI
3469
Newman Dignan & Sheerar Inc
Rhode Island
$418M +$29.8M +8% 195
TLP
3470
Tri Locum Partners
New York
$417M +$21.9M +6% 27
KAS
3471
KPP Advisory Services
Kentucky
$417M +$40.6M +11% 261
DIGDR
3472
Dynamo Internacional Gestao de Recursos
Brazil
$417M -$146M -26% 7
AWM
3473
Arista Wealth Management
Nevada
$416M +$36.3M +10% 72
MCM
3474
Makena Capital Management
California
$416M -$15.2M -4% 43
WI
3475
WBI Investments
New Jersey
$416M +$3.74M +0.9% 276